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Latest filing: 2026-09-04 11:03
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📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
10 announcements match the current filters (relevance ≥ 5).
Order Book Reaches ~Rs 1,600 Cr; Company Targets ~Rs 2,500 Cr by FY27-End
Brahmaputra Infrastructure announced an order book of approximately Rs 1,600 crore as on August 31, 2026, which is ~4.1x its TTM revenue of Rs 389 crore. The company has over Rs 2,000 crore worth of bids under active evaluation, with outcomes expected within 6 weeks. Management targets growing the order book to approximately Rs 2,500 crore by the close of FY27 while targeting EBITDA margins of 20% to 25%. The company is actively diversifying beyond the North-East into states like West Bengal, Rajasthan, Punjab, and Madhya Pradesh.
Confidence: HIGH
What changedDisclosed current order book position of ~Rs 1,600 crore along with a >Rs 2,000 crore active bid pipeline.
Why it mattersThe order book provides ~4.1 years of revenue visibility against TTM revenue of Rs 389 crore, underpinning medium-term growth potential.
Current order book: Rs 1,600 CroresOrder book vs TTM revenue: ~4.1xBids under evaluation: > Rs 2,000 CroresTarget order book by FY27-end: Rs 2,500 CroresTarget EBITDA margin: 20% to 25%
📅 Short termPositive sentiment likely supported by strong revenue visibility and potential order win disclosures over the next 6 weeks.
📈 Long termScaling order book towards Rs 2,500 crore and expanding footprint outside North-East establishes multi-year top-line growth if execution remains disciplined.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution and working capital risks associated with rapid multi-state expansion.
- Uncertainty around the conversion rate of the Rs 2,000 crore bid pipeline.
Key Highlights
Consolidated order book stands at ~Rs 1,600 crore as of August 31, 2026 (including JV/Joint Operations).
Bids under submission/evaluation exceed Rs 2,000 crore, with decisions expected within 6 weeks.
Order book projected to reach ~Rs 2,500 crore by the end of FY27.
Bidding strategy targets EBITDA margins maintained between 20% and 25%.
👀 What to Watch
Track conversion announcements from the Rs 2,000 crore bid pipeline over the next 6 weeks and monitor quarterly execution and margin trends.
Brahmaputra Infra Secures Rs 11.59 Cr Healthcare Renovation Order in Assam
Brahmaputra Infrastructure Limited has received a Letter of Acceptance (LOA) valued at Rs 11.59 crore (Rs 115.90 million) from the Assam Health Infrastructure Development and Management Society (AHIDMS). The order involves civil repair, structural repairs, and upgradation across three healthcare education facilities in Dibrugarh and Tinsukia. The execution period is set at 12 months with BIL acting as the 100% sole bidder. Management expects a project-level EBITDA margin of 20% to 25%, while the contract represents approximately 3.0% of BIL's TTM revenue of Rs 389 crore.
Confidence: HIGH
What changedSecured a new government order for healthcare infrastructure renovation under the ASSIST project in Assam.
Why it mattersAdds to regional order book momentum in the North-East and provides high-margin revenue visibility (20-25% EBITDA) over the next year.
Order value: Rs. 115.90 MillionsExecution timeline: 12 MonthsExpected EBITDA: 20 % to 25 %Order vs TTM revenue: ~3.0%
📅 Short termPerformance guarantees to be submitted followed by mobilization and initial site work in upcoming quarters.
📈 Long termLimited financial impact due to modest deal size, but bolsters qualification credentials for future healthcare infrastructure tenders in the region.
⚠ Risk flags
- Execution delays across multi-site civil renovation works
- Working capital drag if milestone payments from state agency face delays
Key Highlights
LOA received for a contract value of Rs. 115.90 Millions (Rs 11.59 crore) as 100% sole bidder
Execution timeline specified at 12 Months across 3 healthcare locations in Assam
Expected EBITDA margin from the project stated at 20 % to 25 %
Order size constitutes ~3.0% of company's TTM revenue of Rs 389 crore
👀 What to Watch
Monitor the submission of performance securities, contract signing, and quarterly execution progress over the 12-month period.
Brahmaputra Infra Signs ₹701.8M (₹70.18 Cr) 5-Year MoRT&H Maintenance Contract in Mizoram
Brahmaputra Infrastructure has executed a contract with the Ministry of Road Transport & Highways (MoRT&H) for ₹701.8 Million (~₹70.18 Cr). The project entails a Performance Based Maintenance Contract (PBMC) covering an 87.180 km stretch on NH-502A in Mizoram. The contract has an execution tenure of 60 months (5 years) and management expects an EBITDA margin of 15% to 20%. The total order value represents ~18% of the company's TTM revenue of ₹389 Cr.
Confidence: HIGH
What changedFormal execution and signing of the ₹70.18 Cr highway maintenance agreement with MoRT&H for NH-502A in Mizoram.
Why it mattersProvides ₹14 Cr/year in steady recurring revenue over 5 years (~18% of TTM revenue total) and strengthens local operational presence for future border road tenders.
Contract Value: ₹701.8 MillionContract Value vs TTM Revenue: ~18.0%Contract Tenure: 60 Months (5 Years)Corridor Length: 87.180 kmExpected EBITDA Margin: 15 to 20 %
📅 Short termPositive sentiment from contract formalization and revenue visibility, though quarterly revenue impact is spread evenly over 5 years (~₹3.5 Cr per quarter).
📈 Long termEstablishes a regional operational foothold in remote border terrain, improving bidding positioning for upcoming BRO and MoRT&H road contracts in the Northeast.
⚠ Risk flags
- Execution risks and high logistics/maintenance costs in difficult border terrain and heavy monsoon conditions
Key Highlights
Contract value finalized at ₹701.8 Million (~₹70.18 Cr)
Contract duration spans 60 months (5 years) for operation and maintenance
Covers an 87.180 km corridor on NH-502A connecting to the Myanmar border in Mizoram
Company projects an EBITDA margin of 15% to 20% from the project
👀 What to Watch
Track execution progress and margin delivery across upcoming quarterly results, as well as potential order inflows from the Northeast/border infrastructure pipeline.
Brahmaputra Infra Q1 FY27: Revenue crosses ₹110 Cr (+20% YoY); Order Book at ₹1,600+ Cr
Brahmaputra Infrastructure Ltd reported consolidated revenue of ₹110.79 crore for Q1 FY27, marking a 20.24% YoY and 17.95% QoQ increase, exceeding ₹100 crore quarterly run-rate for the first time in a decade. Consolidated PAT rose 9.57% YoY to ₹16.48 crore, with EBITDA climbing 13.08% YoY to ₹25.15 crore. The company secured new orders worth ₹429 crore during Q1, taking its total executable order book to over ₹1,600 crore, which provides strong revenue visibility at over 4.1x TTM revenue.
Confidence: HIGH
What changedSubmission of the Q1 FY27 earnings call transcript detailing quarterly performance, order intake of ₹429 crore, and tax guidance.
Why it mattersDemonstrates strong operational scale with quarterly revenue crossing ₹100 crore and multi-year revenue visibility with an order book >4x annual revenue.
Q1 FY27 Consolidated Revenue: Rs. 110.79 croreQ1 FY27 Consolidated PAT: Rs. 16.48 croreTotal Order Book: Rs. 1,600+ croreOrder Book vs TTM Revenue: ~411%Q1 Order Inflows: Rs. 429 crore
📅 Short termPositive operational sentiment following management's commentary on crossing the ₹100 crore quarterly top-line milestone and steady project mobilization.
📈 Long termStrong multi-year tailwinds from Northeast India infrastructure development (NESIDS, SARDP-NE), backed by an executable order book of ₹1,600+ crore and niche civil capabilities.
⚠ Risk flags
- Geographical concentration in Northeast terrain prone to flood and seasonal disruptions
- Tax rate step-up from 12-15% to 20-22% post-FY28 once past restructuring deductions expire
Key Highlights
Consolidated revenue grew 20.24% YoY to ₹110.79 crore; consolidated PAT up 9.57% YoY to ₹16.48 crore
Secured new orders worth ₹429 crore in Q1 FY27, taking the total order book to ₹1,600+ crore
Consolidated EBITDA stood at ₹25.15 crore, up 13.08% YoY and 21.50% QoQ
Effective tax rate remains lower at 12% to 15% due to Section 43B deduction on loan repayments, expected to normalize to 20%-22% post-2028
👀 What to Watch
Track execution pace on the ₹1,600+ crore order book and monitor working capital cycles and cash flow conversion across Northeast infrastructure projects.
Brahmaputra Infra Declared L-1 for ₹78.09 Cr Pumped Storage Project in West Bengal
Brahmaputra Infrastructure has been declared the lowest bidder (L-1) for a civil and underground tunnelling package valued at ₹78.09 crore by West Bengal State Electricity Distribution Company Limited (WBSEDCL). The project involves constructing access roads and tunnels for the 1,000 MW (4 x 250 MW) Turga Pumped Storage Project in Purulia, West Bengal, with an execution timeline of 18 months. Representing approximately 20.1% of the company's TTM revenue of ₹389 crore, this win marks its entry into pumped storage hydro infrastructure and geographic expansion into West Bengal. A formal Letter of Award (LOA) remains awaited.
Confidence: HIGH
What changedBrahmaputra Infrastructure emerged as the L-1 bidder for a ₹78.09 crore pumped storage tunnelling project, marking its first contract with WBSEDCL.
Why it mattersThe contract adds hydro-electric tunnelling credentials to the company's pre-qualification profile and diversifies its revenue base beyond its core North Eastern regional footprint.
L-1 Quoted Value: Rs. 78.09 CroresOrder value vs TTM revenue: ~20.1%Execution Period: 18 monthsProject Capacity: 4 x 250 MW (1,000 MW)Company Share: 100%
📅 Short termPositive sentiment driver; investors will look forward to the formal Letter of Award and contract signing.
📈 Long termExecution of underground access tunnels builds essential pre-qualification credentials for bidding on larger national hydro-electric and metro tunnelling projects.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Formal Letter of Intent / Letter of Award is still awaited from WBSEDCL
- Underground tunnelling and excavation works carry inherent geological and execution delay risks
Key Highlights
Declared L-1 sole bidder for ₹78.09 crore tender by WBSEDCL
Scope covers Main Access Tunnel and Power House Adit for 4 x 250 MW (1,000 MW) Turga Pumped Storage Project
Project execution timeline specified as 18 months from receipt of LOI/LOA
Represents ~20.1% of TTM revenue (₹389 crore), expanding operations into West Bengal
👀 What to Watch
Track the receipt of the formal Letter of Award (LOA)/Letter of Intent (LOI) from WBSEDCL and subsequent mobilization timelines over the 18-month execution period.
Brahmaputra Infra Reports Q1 Revenue of ₹108 Cr (+18% YoY); Order Book at ₹1,600+ Cr
Brahmaputra Infrastructure released its Q1FY27 investor presentation, reporting revenue of ₹108 Cr (up 18% YoY) and net profit of ₹16 Cr (up 10% YoY). The company secured over ₹300 Cr in fresh order inflows during the quarter, including ₹196 Cr across two railway joint venture contracts. Its total order book stands at ₹1,600+ Cr, which provides over 4.1x revenue visibility against its TTM revenue of ₹389 Cr. The company continues to blend civil EPC contracting in Northeast India with annuity-like commercial and industrial real estate assets.
Confidence: HIGH
What changedBIL published its comprehensive Q1FY27 investor presentation detailing quarterly performance, order book status, and business updates.
Why it mattersA robust ₹1,600+ Cr order book provides strong multi-year revenue visibility (~4.1x TTM revenue) in high-barrier geographic terrains.
Order book: ₹1,600+ CrOrder book vs TTM revenue: ~4.1xQ1 Order Inflow: ₹300 Cr +Q1FY27 Revenue: ₹108 CrQ1FY27 PAT: ₹16 Cr
📅 Short termReassures investors regarding order accretion and execution momentum following steady Q1 performance.
📈 Long termStrong positioning in complex Northeast infrastructure and sovereign-backed projects creates sustained medium-term growth potential.
⚠ Risk flags
- Geographic and terrain risks causing project execution or monsoon delays
- Working capital intensity typical of civil infrastructure contracting
- JV partner dependency for specific railway project execution
Key Highlights
Order inflow till June 2026 exceeded ₹300 Cr, expanding the total order book to ₹1,600+ Cr.
Q1FY27 revenue grew 18% YoY to ₹108 Cr, while PAT rose 10% YoY to ₹16 Cr (EPS at ₹5.68).
Key wins include a ₹114 Cr railway project (SB BIL JV) and an ₹82 Cr railway infra project (NCDC-BIL JV).
Secured long-term O&M contracts of ₹70 Cr (5-year Mizoram NH-502A) and ₹26 Cr (NHIDCL maintenance).
👀 What to Watch
Track execution pace and working capital cycles across newly awarded railway and highway contracts in the upcoming quarterly results.
20.2% Revenue Growth in Q1 FY27; Consolidated PAT Reaches ₹16.48 Cr
Brahmaputra Infrastructure reported a robust start to FY27, with consolidated revenue growing 20.24% YoY to ₹110.79 crore. Profitability improved as consolidated PAT rose 9.57% YoY to ₹16.48 crore, driven by strong execution in the EPC segment and high growth in Real Estate. Standalone EBITDA margins expanded significantly to 25.91% from 24.14% a year ago, reflecting operating leverage. The company's quarterly revenue of ₹110.79 crore represents approximately 30% of its total FY26 revenue, indicating a strong execution momentum.
Confidence: HIGH
What changedThe company has broken out of its previous four-quarter revenue range (₹91-94 Cr) to achieve ₹110.79 Cr in consolidated revenue, alongside significant margin expansion.
Why it mattersThe results demonstrate improved execution efficiency in the core EPC business and successful diversification into higher-margin real estate, which is starting to contribute meaningfully to the bottom line.
Consolidated Revenue (Q1 FY27): ₹110.79 CrConsolidated PAT (Q1 FY27): ₹16.48 CrStandalone EBITDA Margin: 25.91%Q1 Revenue vs TTM Revenue: 29.94%YoY Revenue Growth: 20.24%
📅 Short termThe stock may react positively to the double-digit top-line growth and the sharp improvement in operating margins.
📈 Long termConsistent execution of the EPC order book and the emergence of Real Estate as a growth driver could structurally improve the company's valuation multiples.
⚠ Risk flags
- High segment concentration with EPC contributing 94% of consolidated revenue
- Cyclical risks inherent in the civil construction industry
Key Highlights
Consolidated Total Income rose 20.24% YoY to ₹110.79 crore in Q1 FY27.
Standalone EBITDA margin expanded by 177 bps YoY to reach 25.91%.
Real Estate & Other Income segment revenue surged 65.71% YoY to ₹6.33 crore.
Consolidated EPS improved to ₹5.68, up 9.65% compared to ₹5.18 in Q1 FY26.
Consolidated PBT grew 15.38% YoY to ₹20.11 crore, outstripping PAT growth due to tax adjustments.
👀 What to Watch
Investors should monitor if the company can maintain the elevated standalone EBITDA margin of 25.91% and track the scaling of the Real Estate segment as a secondary growth engine.
₹16.48 Cr PAT in Q1; Order Book Reaches ₹1,600 Cr (4.3x TTM Revenue)
Brahmaputra Infrastructure reported a 20.2% YoY growth in total income to ₹110.79 Cr for Q1 FY27, while net profit rose 9.6% to ₹16.48 Cr. The EPC division remains the primary revenue driver, contributing ₹104.47 Cr. A major highlight is the robust order book of over ₹1,600 Cr, which provides high revenue visibility at 4.3x the TTM revenue. The company is also actively pursuing the release of awarded arbitration claims to facilitate further debt reduction.
Confidence: HIGH
What changedThe company has achieved a quarterly revenue milestone of over ₹110 Cr and confirmed a massive order book that is significantly larger than its current annual turnover.
Why it mattersThe high order book-to-bill ratio (4.3x) indicates strong growth potential for the next 2-3 years. Successful debt reduction through arbitration awards could further improve the company's credit profile and ROCE.
Revenue (Q1 FY27): ₹110.79 CrNet Profit (Q1 FY27): ₹16.48 CrOrder Book: ₹1,600 Cr+Order Book vs TTM Revenue: 4.3xEPS (Q1 FY27): ₹5.68
📅 Short termThe stock may react positively to the strong revenue growth and the disclosure of a substantial order book.
📈 Long termThe structural outlook is positive if the company can efficiently execute its large order book while maintaining its OPM of ~24% and reducing its ₹127 Cr debt.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk associated with large-scale infrastructure projects
- Dependency on timely release of arbitration awards for debt reduction
- Concentration in EPC and Real Estate sectors
Key Highlights
Total income increased 20.2% YoY to ₹110.79 Cr compared to ₹92.14 Cr in Q1 FY25.
Order book stands at ₹1,600 Cr+, representing approximately 4.3x the TTM revenue of ₹370 Cr.
Net profit grew to ₹16.48 Cr from ₹15.04 Cr in the corresponding quarter of the previous year.
EPC segment PBT stood at ₹14.71 Cr, while the Real Estate division contributed ₹5.40 Cr to PBT.
Company is arranging Bank Guarantees to release awarded arbitration claims for debt reduction.
👀 What to Watch
Monitor the execution pace of the ₹1,600 Cr order book and the actual reduction in debt as arbitration funds are released. Watch for margin sustainability in the EPC segment as revenue scales.
Brahmaputra Infra Q1 Net Profit Up 9.6% to ₹16.48 Cr; Order Book Robust at ₹1,600 Cr+
Brahmaputra Infrastructure reported a 20.2% YoY increase in total income to ₹110.79 Cr for Q1 FY27, while net profit grew 9.6% to ₹16.48 Cr. The company's order book remains a key highlight, standing at over ₹1,600 Cr, which provides high revenue visibility at approximately 4.3x its TTM revenue of ₹370 Cr. Management is focused on debt reduction, reporting sustainable fund-based debt of ₹120.57 Cr and working to release arbitration awards currently held by courts. A new ₹5.80 Cr term loan was also secured during the quarter to support operational requirements.
Confidence: HIGH
What changedThe company has demonstrated steady YoY growth in both top and bottom lines while maintaining a massive order book relative to its current scale.
Why it mattersWith an order book over 4x its annual revenue, the company has significant growth runway; however, execution efficiency and debt management remain critical for valuation re-rating.
Q1 Total Income: ₹110.79 CrQ1 Net Profit: ₹16.48 CrOrder Book: ₹1,600 Cr+Order Book vs TTM Revenue: 4.32xSustainable Debt: ₹120.57 CrNew Loan Sanctioned: ₹5.80 Cr
📅 Short termThe stock may see positive sentiment driven by the strong revenue growth and the substantial order book disclosure.
📈 Long termLong-term value depends on converting the large order book into high-margin revenue and managing the repayment of ₹165.15 Cr OCCPS starting in June 2027.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk in large-scale civil projects
- High reliance on Joint Venture operations (5 JVs active)
- Upcoming repayment of interest-free OCCPS starting mid-2027
Key Highlights
Total income for Q1 FY27 rose to ₹110.79 Cr, up from ₹92.14 Cr in Q1 FY26.
Order book as of June 30, 2026, stands at ₹1,600 Cr+, representing 4.32x TTM revenue.
Net profit for the quarter reached ₹16.48 Cr compared to ₹15.04 Cr in the year-ago period.
Sustainable fund-based debt reported at ₹120.57 Cr, comprising ₹104.17 Cr Cash Credit and ₹16.40 Cr Term Loan.
Secured a new ₹5.80 Cr term loan from Indian Overseas Bank under the CGTMSE 5.0 scheme.
👀 What to Watch
Focus on the execution pace of the ₹1,600 Cr order book and the successful release of arbitration claims to further deleverage the balance sheet.
₹137.60 Cr Order: Brahmaputra Infra L1 for Strategic India-Bhutan Rail Link
Brahmaputra Infrastructure (BIL), in a Joint Venture with HBMCPL, has emerged as the lowest bidder (L1) for a ₹137.60 crore railway EPC project awarded by Northeast Frontier Railway. The contract involves the initial construction and electrification of the Kokrajhar–Gelephu cross-border rail line, which has a total estimated project cost of ₹3,456 crore. The project has a 2-year execution timeline and establishes BIL as the first contractor on this strategic international corridor. This win is significant as it positions the company for future packages as the 69-km line progresses toward Bhutan.
Confidence: HIGH
What changedBrahmaputra Infrastructure has transitioned from a bidder to the L1 status for a major cross-border railway project, securing a significant addition to its order book.
Why it mattersThis win provides a 'first-mover' advantage on a high-value strategic corridor (₹3,456 cr), establishing a working relationship with NFR-CONST that could lead to further contract wins as the project expands.
Order Value: ₹137.60 croreTotal Corridor Cost: ₹3,456 croreExecution Period: 2 YearsProject Mode: Hybrid-EPC
📅 Short termThe announcement is likely to be viewed positively by the market as it validates the company's bidding competitiveness and adds to the revenue visibility for the next two years.
📈 Long termEntry into the India-Bhutan rail corridor provides a long-term growth platform, potentially allowing the company to capture a larger share of the remaining ₹3,300+ crore project value.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risks in the Northeast terrain
- Dependency on JV partner HBMCPL
- Potential for cost escalations in EPC contracts
Key Highlights
Declared L1 bidder for a contract valued at approximately ₹137.60 crore.
Project is the first package of the ₹3,456 crore India–Bhutan cross-border rail corridor.
Execution timeline is set for 2 years on a Hybrid-EPC mode.
Scope includes earthwork, 9 minor bridges, 1 Road Over Bridge, and full railway electrification.
Strategic positioning at the starting chainage of a new 69-km international rail link.
👀 What to Watch
Monitor the receipt of the formal Letter of Acceptance (LoA) and the subsequent signing of the definitive contract. Investors should track the company's execution progress and margin maintenance on this Hybrid-EPC project over the next 24 months.
